Emailing your list
Your automations look after individual leads. When you want to send the same message to lots of people at once — a new class, a holiday timetable, a members’ event, a monthly newsletter — use an email campaign or a bulk text.
Choose who it goes to
Section titled “Choose who it goes to”Start by deciding exactly who should get it. The tidiest way is a smart list or a tag, such as
all members, all prospects, or everyone tagged interested-in-kids-classes. See
Contacts and Tags.
Sending an email campaign
Section titled “Sending an email campaign”- Go to Marketing → Emails and create a new campaign.
- Start from a template or build a new email.
- Choose your recipients — a smart list or tag.
- Send yourself a test and check it on your phone.
- Send now, or schedule it for later.
Sending a bulk text
Section titled “Sending a bulk text”Select the contacts in Contacts (or open a smart list), then use the bulk action to send an SMS.
Before you send: keep it short, say who it’s from, and send during business hours. Each text costs a small amount, so a message to a few thousand contacts adds up.
Step-by-step guideSending a text to many contacts at once